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Where to find Cohorts: In the left sidebar, click Comms > Blasts, then click the Cohorts tab.
Prerequisites: You need Patients in the system before creating cohorts.
A cohort is a saved group of patients defined by filters — location, provider, tags, and other patient attributes. Cohorts are reusable across multiple blasts, so you can define your audience once and send to it whenever you need to.

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Create a Cohort

1

Go to the Cohorts Page

Navigate to Comms > Blasts, then click the Cohorts tab.
2

Click New Cohort

Click the New Cohort button. Give it a name and optional description.
3

Add Filters

Use the filter builder to define which patients belong to this cohort. You can filter by location, provider, tags, and other patient attributes.
4

Save

Click Save. You can preview the matching patients before saving.

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Using AI to Build Filters

Instead of manually selecting filters, you can describe the audience you want in plain language. The AI filter builder translates your description into the appropriate filters. For example, you could type “patients at the downtown location who haven’t visited in 6 months” and the system will set the matching filters for you.

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Editing a Cohort

Click any cohort in the list to open it. You can update the name, description, or filters, then click Save. Any future blasts that target this cohort will use the updated filters.

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Deleting a Cohort

Open a cohort and click Delete. This does not affect any blasts that have already been sent to this cohort — it only removes the saved filter group.